|
⚲
|
| Collective Wealth Advisors LLC
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|
|
|---|---|
| CRD # | 289157 |
| SEC # | 801-133786 |
| CIK # | |
| AUM | $157.0 M (2026-03-26) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 214-427-1427 |
| Address | 713 Main Street Coppell, TX 75019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 62.7 |
| (b) Individuals (high net worth individuals) | 39 | 93.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 157.0 |
| By Discretionary | ||
| Discretionary | 544 | 155.0 |
| Non-Discretionary | 5 | 2.0 |
| Total | 549 | 157.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.0 | |
| Total | 549 | 157.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RS Petrell & Associates LLC
✚
|
NY | 0.2 |
|
Verus Capital Ventures Inc
✚
|
TX | 0.2 |
|
Provident Living Financial Services Inc
✚
|
UT | 0.2 |
|
Water Valley Investment Advisors Inc
✚
|
IA | 0.2 |
|
River's Edge Wealth Management LLC
✚
|
PA | 0.2 |
|
Irvine Wealth Planning Strategies LLC
✚
|
NY | 0.2 |
|
Englebert Financial Advisers LLC
✚
|
PA | 0.2 |
|
Pinnacle Asset Management Group Corporation Inc
✚
|
LA | 0.2 |
|
Kaizen Retirement Plan Advisors LLC
✚
|
0.2 | |
|
Ethos Capital Management Inc
✚
|
PA | 0.2 |